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Vanguard S&P Mid-Cap 400 Value ETF

153 hedge funds and large institutions have $427M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 48 reducing their positions, and 11 closing their positions.

Holders
153
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
37
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
1
Mariner
Kansas
$82.7M 866,336 +4,097 +0.5%
RT
2
Rockland Trust
Massachusetts
$77.6M 812,321 +11,696 +1%
Morgan Stanley
3
Morgan Stanley
New York
$28.3M 296,014 +41,296 +16%
Bank of America
4
Bank of America
North Carolina
$23.7M 248,317 -35,553 -13%
Raymond James Financial
5
Raymond James Financial
Florida
$18.3M 192,201 -1,742 -0.9%
OWA
6
Octavia Wealth Advisors
Ohio
$16.2M 169,788 -16,908 -9%
SCM
7
Stordahl Capital Management
Colorado
$16.1M 168,972 +525 +0.3%
LPL Financial
8
LPL Financial
California
$12.5M 131,347 +31,525 +32%
AWM
9
Avior Wealth Management
Nebraska
$11.9M 124,877 +107,424 +616%
LFS
10
Lutz Financial Services
Nebraska
$11.4M 119,380 +985 +0.8%
AWM
11
Aberdeen Wealth Management
Illinois
$11.4M 118,977 -1,980 -2%
UBS Group
12
UBS Group
Switzerland
$10.2M 107,148 +3,909 +4%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$8.6M 90,120 -39,232 -30%
KAS
14
Kestra Advisory Services
Texas
$7.02M 73,517 +3,001 +4%
HighTower Advisors
15
HighTower Advisors
Illinois
$5.48M 57,366 +53,936 +1,572%
Wells Fargo
16
Wells Fargo
California
$5.19M 54,334 -5,289 -9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.92M 51,568 -2,841 -5%
Truist Financial
18
Truist Financial
North Carolina
$4.19M 43,911 +708 +2%
SC
19
Savant Capital
Illinois
$4.01M 41,954 -776 -2%
AF
20
Allworth Financial
California
$3.58M 37,504 -586 -2%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$3.53M 35,779 +11,030 +45%
P
22
&Partners
Tennessee
$3.41M 35,729 +933 +3%
EWA
23
EP Wealth Advisors
California
$2.83M 29,600
Franklin Resources
24
Franklin Resources
California
$2.74M 28,700
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$2.33M 24,404 +590 +2%